Philosophy

Invest Like an Aardvark

We scour vast territories, beginning with an analysis of global macro conditions while keeping our ears attuned to the risks of a global economy. We believe that global revenue generation is a key component to growth and this top-down approach enables us to unearth compelling investment opportunities.

INCOME BY DESIGN

While other advisors undependably chase big game, we focus on reliable sustenance, instead digging deep for value and investing in companies that provide steady and growing dividends.

MICRO FOCUS

Contrarian in nature, we are unafraid to hunt alone and often view crisis as an opportunity. We believe in patience and diligent fundamental research and that over time, the price of a company will rise the reflect the value of the underlying firm. We view each purchase as if we were buying a piece of a business, not simply a stock certificate.

Altrius Capital Management , Inc. (Altrius) is a provider of privately managed portfolios and financial planning services for industry professionals and private clients. The information included in this website has been obtained from sources Altrius believes to be reliable; however, we do not guarantee its accuracy. All opinions and estimates included in these reports and website constitute the judgment as of the dates indicated and are subject to change without notice. This website is for informational purposes only. Past performance is not an indication of future gains. Altrius is a registered investment advisory firm. For program fees and descriptions, please request a copy of the firm’s Form ADV Disclosure Brochure.

Privacy Policy

This site is intended for residents of the U.S. only. The information on the website does not constitute an offer for products or services, or a solicitation of an offer to any person outside of the United States who is prohibited from receiving such information under the laws applicable to their place of citizenship, domicile or residence.

Global Investment Performance Standards (GIPS®) Disclosure

The firm is defined as Altrius Capital Management, Inc. (Altrius), a registered investment advisor with the Securities and Exchange Commission. Altrius was founded in 1997 and manages equity, fixed income and balanced portfolios for its clients. A complete list and description of firm composites is available upon request.